Connect Wildapricot and YNAB (You Need a Budget) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Membership Created
New Invoice Is Created
New Payment Arrives
New Event Created
New Refund Created
Membership Is Suspended
Membership Is Enabled
Choose an Action
Automatically do this!
Creates an Account
Get a User
Get all Transactions for a Specified Month
Get all Scheduled Transactions
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when New Contact Created
New Membership Created
Runs when new membership is created
New Invoice Is Created
Runs when new invoice is created
New Payment Arrives
Runs when new payment arrives
New Event Created
Runs when a new event is created in your Wild Apricot account
New Refund Created
Runs when a new refund is created
Do thisActions
Action is the task that follows automatically within your Wildapricot integrations.
Add Contact
Add a new contact or member to your WildApricot account.
Creates an Account
Creates a new account.
Get a User
Get an existing user details.
Get all Transactions for a Specified Month
Get a list of all transactions for a specified month.
Get all Scheduled Transactions
Get a list of all scheduled_transactions.
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Frequently Asked Questions
To start, connect both your Wildapricot and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Wildapricot data is recorded in YNAB (You Need a Budget). This includes choosing which data fields go into which fields of YNAB (You Need a Budget), setting up custom formats, and filtering out unwanted information.
The data sync between Wildapricot and YNAB (You Need a Budget) typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Wildapricot and YNAB (You Need a Budget). For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
Learn MoreAbout YNAB (You Need a Budget)
YNAB (You Need A Budget) is a personal budgeting software that helps users gain control of their money, prioritize their spending, and achieve financial goals. It offers tools for tracking expenses, setting budgets, and monitoring financial progress.
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